Sittner & Nelson’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Buy |
14,181
+275
| +2% | +$79.7K | 1.65% | 12 |
|
|
2025
Q1 | $3.41M | Sell |
13,906
-8
| -0.1% | -$1.96K | 1.46% | 13 |
|
|
2024
Q4 | $3.34M | Sell |
13,914
-932
| -6% | -$223K | 1.45% | 15 |
|
|
2024
Q3 | $3.13M | Sell |
14,846
-26
| -0.2% | -$5.48K | 1.4% | 16 |
|
|
2024
Q2 | $3.01M | Buy |
14,872
+55
| +0.4% | +$11.1K | 1.48% | 15 |
|
|
2024
Q1 | $2.97M | Sell |
14,817
-795
| -5% | -$159K | 1.5% | 14 |
|
|
2023
Q4 | $2.66M | Buy |
15,612
+562
| +4% | +$95.6K | 1.42% | 13 |
|
|
2023
Q3 | $2.18M | Sell |
15,050
-376
| -2% | -$54.5K | 1.26% | 16 |
|
|
2023
Q2 | $2.24M | Buy |
15,426
+367
| +2% | +$53.4K | 1.23% | 19 |
|
|
2023
Q1 | $1.96M | Sell |
15,059
-1,165
| -7% | -$152K | 1.13% | 19 |
|
|
2022
Q4 | $2.18M | Buy |
16,224
+1,408
| +10% | +$189K | 1.33% | 13 |
|
|
2022
Q3 | $1.55M | Buy |
14,816
+1,505
| +11% | +$157K | 1.04% | 22 |
|
|
2022
Q2 | $1.5M | Buy |
13,311
+1,676
| +14% | +$189K | 0.98% | 22 |
|
|
2022
Q1 | $1.59M | Buy |
11,635
+1
| +0% | +$136 | 0.92% | 25 |
|
|
2021
Q4 | $1.84M | Buy |
11,634
+2
| +0% | +$317 | 1.07% | 23 |
|
|
2021
Q3 | $1.9M | Sell |
11,632
-804
| -6% | -$132K | 1.23% | 20 |
|
|
2021
Q2 | $1.93M | Buy |
12,436
+273
| +2% | +$42.5K | 1.36% | 19 |
|
|
2021
Q1 | $1.85M | Buy |
12,163
+353
| +3% | +$53.8K | 1.38% | 18 |
|
|
2020
Q4 | $1.5M | Buy |
+11,810
| New | +$1.5M | 1.35% | 22 |
|